Services
Personalized Investment Portfolio Evaluation
- Item Number
- 171
- Estimated Value
- 5000 USD
- Opening Bid
- 500 USD
Item Description
For more than 20 years, John Flack, CFA, consulted to institutional investors on all aspects of their investment programs: from strategy through performance analysis and recommendations. These investors included pension plans, foundations, endowments and other non-taxable institutional investment portfolios. Now retired, John runs his own consulting firm, JLF Portfolio Evaluation, LLC from his home office in Hastings on Hudson, NY.
He provides in-depth portfolio evaluation consulting to small institutions and individuals. His focus is on evaluating the portfolio’s financial goals and risk guidelines relative to the actual investment program’s structure for suitability; assessing risk-adjusted performance results of the current portfolio relative to appropriate benchmarks; and offering advice on how to improve expected results. He also assists institutions in searches for new consultants.
John is a Chartered Financial Analyst and holds an MBA in finance earned at NYU.
Item Special Note
This includes roughly 40 hours of personalized work with services specified to the following:
- Analysis of the investor’s goals and risk profile, starting with their Investment Policy Statement, if one exists, or if not, then through discussion with the investor,
- Compilation of portfolio results versus relevant market index benchmarks,
- Review of current investment vehicles’ costs,
- The running of an Efficient Frontier optimization to assess the risk/reward efficiency of the portfolio, and
- Review of analysis and recommendations.
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